Monument Group Wealth Advisors, LLC

Q3 2026 13F-HR Holdings

Location
Concord, MA
Holdings as of
9/30/2026
Date filed
10/21/2026
Form type
13F-HR
Num holdings
48
Total value ($000)
$212,826
Net value change ($000)
+4,498 (2.2%)
New positions
9
Sold out positions
5
Turnover %
92.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/27/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
U.S. CORE EQUITY 2 PORTFOLIO: ETF CLASS SHARES 96,326 NEW
DFAI 1,456 4.1%
DFAE 640 6.4%
AMZN 612 NEW
U.S. TARGETED VALUE PORTFOLIO: ETF CLASS SHARES 552 NEW
DFSU 472 27.3%
VTEB 452 NEW
MSFT 404 169.0%
AAPL 401 6.3%
STX 313 NEW
Top Reduces (Value $000, Stocks/ETFs)
DFAC -95,777 -100.0%
VEA -584 -5.6%
DFAT -581 -100.0%
CVX -323 -100.0%
DXUV -302 -100.0%
VB -246 -6.3%
BLACKSTONE REAL ESTATE INCOME -212 -100.0%
VBR -191 -10.4%
DFUV -105 -18.9%
BSV -72 -16.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type